Financial Freedom
Without Boundary
The Pathway to Your Retirement
Our firm offers a full suite of custom services. No matter where you are in your retirement journey, our aim is to maximize your financial standing by designing a plan to achieve all of your goals and guiding you to the peak of your highest values.
MICHAEL WOFSEY
Independent Financial Advisor & Fiduciary
We Adhere to the Highest Fiduciary Standard
At Summit, we believe our interests and our clients’ interests are one and the same. In line with the Investment Advisors Act of 1940, we swear by the highest fiduciary standard.
Our promise to you is that we will recommend the best course of action for your unique needs—each and every time.
The Pathway to Your Retirement.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
We recognize that there is more to building personal wealth than by simply creating an investment portfolio. Tax, estate, insurance and financial planning are all key components to helping clients achieve their overall financial goals.
We will help you generate the wealth you need over the course of your life.
Our tailored approach will ensure you plan for a healthy income in retirement.
We will manage your investments in hopes of fueling growth and preventing downside risk.
From life insurance to estate planning, our team will make sure your loved ones are cared for.
Schedule Your Complimentary ConsultatioN
What better time than now to book a discovery call
and get to know the Summit team?
We invite you to connect with us today so we can get acquainted. By the end of this complimentary meeting, you’ll know exactly whether our services are right for you.
michael.wofsey@fta-ria.com
Phone
(203) 428-4254
(208) 627-5940
Address
48 Union Street Suite 1C
Stamford, CT 06906
409 Coeur D Alene Ave
Coeur D Alene, ID 83814